UGI vs. ^GSPC
Compare and contrast key facts about UGI Corporation (UGI) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGI or ^GSPC.
Correlation
The correlation between UGI and ^GSPC is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UGI vs. ^GSPC - Performance Comparison
Key characteristics
UGI:
1.61
^GSPC:
0.22
UGI:
2.47
^GSPC:
0.44
UGI:
1.33
^GSPC:
1.06
UGI:
0.90
^GSPC:
0.22
UGI:
8.39
^GSPC:
1.02
UGI:
5.68%
^GSPC:
4.15%
UGI:
29.60%
^GSPC:
19.00%
UGI:
-59.54%
^GSPC:
-56.78%
UGI:
-27.37%
^GSPC:
-14.13%
Returns By Period
In the year-to-date period, UGI achieves a 17.52% return, which is significantly higher than ^GSPC's -10.30% return. Over the past 10 years, UGI has underperformed ^GSPC with an annualized return of 2.90%, while ^GSPC has yielded a comparatively higher 9.77% annualized return.
UGI
17.52%
-0.73%
33.61%
50.28%
7.90%
2.90%
^GSPC
-10.30%
-7.04%
-9.70%
4.44%
12.96%
9.77%
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Risk-Adjusted Performance
UGI vs. ^GSPC — Risk-Adjusted Performance Rank
UGI
^GSPC
UGI vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns
UGI vs. ^GSPC - Drawdown Comparison
The maximum UGI drawdown since its inception was -59.54%, roughly equal to the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for UGI and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
UGI vs. ^GSPC - Volatility Comparison
The current volatility for UGI Corporation (UGI) is 8.60%, while S&P 500 (^GSPC) has a volatility of 13.66%. This indicates that UGI experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.